EFS
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Essex Financial Services’s Eastern Bankshares EBC Stock Holding History

Essex Financial Services’s Portfolio EBC Stock Details EBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.14M Sell
58,409
-1,162
-2% -$23.2K 0.06% 256
2025
Q4 		$1.1M Sell
59,571
-4,491
-7% -$82.2K 0.06% 258
2025
Q3 		$1.16M Sell
64,062
-6,257
-9% -$103K 0.07% 237
2025
Q2 		$1.07M Sell
70,319
-1,134
-2% -$17K 0.07% 238
2025
Q1 		$1.17M Sell
71,453
-24
-0% -$418 0.08% 207
2024
Q4 		$1.23M Sell
71,477
-5,751
-7% -$100K 0.09% 196
2024
Q3 		$1.28M Sell
77,228
-709
-0.9% -$11.2K 0.09% 192
2024
Q2 		$1.17M Buy
77,937
+442
+0.6% +$5.87K 0.09% 206
2024
Q1 		$1.07M Sell
77,495
-1,370
-2% -$18.6K 0.1% 198
2023
Q4 		$1.12M Sell
78,865
-9,130
-10% -$114K 0.12% 173
2023
Q3 		$1.1M Sell
87,995
-4,984
-5% -$67K 0.13% 165
2023
Q2 		$1.14M Sell
92,979
-3,235
-3% -$38.3K 0.13% 161
2023
Q1 		$1.21M Buy
96,214
+518
+0.5% +$7.98K 0.13% 160
2022
Q4 		$1.65M Sell
95,696
-1,489
-2% -$28.5K 0.17% 122
2022
Q3 		$1.91M Buy
97,185
+11,010
+13% +$220K 0.23% 101
2022
Q2 		$1.59M Buy
86,175
+1,829
+2% +$35.5K 0.18% 119
2022
Q1 		$1.82M Buy
84,346
+9
+0% +$192 0.17% 123
2021
Q4 		$1.7M Sell
84,337
-5,045
-6% -$105K 0.17% 126
2021
Q3 		$1.81M Sell
89,382
-767
-0.9% -$14.7K 0.21% 113
2021
Q2 		$1.74M Hold
90,149
– – 0.25% 96
2021
Q1 		$1.74M Buy
90,149
+12
+0% +$209 0.31% 83
2020
Q4 		$1.47M Buy
+90,137
New +$1.28M 0.29% 85

Other funds holding EBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Essex Financial Services's EBC Position: Q1 2026 in Review

Essex Financial Services reduced its Eastern Bankshares (EBC) stake by 2% in Q1 2026, selling an estimated $23.2K and leaving 58,409 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #256.

Essex Financial Services first reported a position in EBC in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.91M in Q3 2022. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Essex Financial Services held 58,409 shares of Eastern Bankshares worth $1.14M as of Q1 2026.
  • Essex Financial Services sold 1,162 Eastern Bankshares shares in Q1 2026, an estimated $23.2K.
  • Eastern Bankshares made up 0.06% of Essex Financial Services's portfolio in Q1 2026, its #256 holding.
  • Essex Financial Services first reported a position in Eastern Bankshares in Q4 2020 and has held it in 22 quarters since.
  • Essex Financial Services's Eastern Bankshares position peaked at $1.91M in Q3 2022.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.